Team Members

Bob has been in the investment industry for 40 years, and served as Branch Manager for 17 of those years. Having carried supervisory licences in all aspects of the investment business, Bob advises clients and acts in a predominantly supportive role to the Calhoun Wealth Management Team.

Bob believes in community involvement.  He has been actively involved with The United Way, Mothers Against Drunk Driving, The Kitchener Waterloo Symphony, Toastmasters International, Camp Koinonia and The Anglican Fellowship of Prayer. Bob is a “Life Scouter” and active participant in Lions International and a member of the Anglican Church Community in St. George Ontario.

Bob and his wife Lynne live on a small farm near St. George where they partner with other members of their family in an Alpaca enterprise.  Bob and Lynne also enjoy travelling.

Shelley White - Financial Planning Specialist

Shelley has been involved with RBC Finanical Group since 1990.  After spending her first six years as a Financial Planner at Royal Trust specializing in Will and estate planning, she joined RBC Investments to advise and educate clients about finanical planning strategies that would assist them in achieving their lifelong goals.  She moved to RBC Dominion Securities in 2006 to work with and support us, in preparing and presenting financial plans for clients.

A graduate of Ryerson University with a degree in Business Administration, she has also acquired the designation of Personal Financial Planner.  Shelley is an active member of the Planned Giving Board at St. Mary's Hospital in Kitchener. 

Comprehensive Financial Planning

In appreciciation of your valued business relationship with us, we are pleased to offer you comprehensive financial plan with Shelley.  Our approach addresses your issues and concerns and helps you to clarify your objectives.

The analysis will provide specific recommendations focused on your particular needs, including cash flow, tax strategies, investments, retirement, insurance and estate planning and will ultimately assist you in maximizing your situation and achieving your goals.  This personalized report should serve as a roadmap to help you make financial decisions in the future.

To schedule a meeting with Shelley, please let us know. 

Stephen Wiffen - Insurance Specialist

Stephen Wiffen is a valuable member of our team, helping you create and preserve your wealth.

Stephen employs a comprehensive process to assess client needs and then recommends creative, tax-exempt insurance products that will help them achieve their wealth management objectives. For more complicated situations, Stephen will partner with your other professional advisors in the development of appropriate solutions.

Stephen can focus on both personal and corporate insurance solutions to help increase your net worth and reduce the impact of taxation. He can also ensure your wealth is transferred to your heirs in accordance with your wishes. To help in this endeavour, Steve has access to insurance solutions from the top-ranked insurance providers in Canada.

He began his career in the insurance industry in 1984 and is an expert in his field. He has acquired the Certified Financial Planner, Chartered Life Underwriter and Chartered Financial Consultant designations.

Chris Delaney - Will & Estate Consultant

Mr. Delaney obtained a Bachelor of Arts degree in 1985 in Administrative and Commercial Studies (Finance) from the University of Western Ontario.  He received his Bachelor of Laws degree from Western in 1989. He also received a Bachelor of Education degree from the University of Windsor in 1995. He is a member of the Law Society of Upper Canada and was called to the Bar of Ontario in 1991.

He has practised variously in the areas of commercial and civil litigation, wills and estates, residential real estate and employment law.  He had his own private solicitor’s practice from 1995 to 2002 in London. He closed his practice in 2002 to join the Scotia Private Client Group as Senior Will and Estate Planner. Immediately prior to joining RBC Dominion Securities, Mr. Delaney was the Business Manager of two London-based fitness operations. He is very excited to be working with RBC Dominion Securities as a Will and Estate Consultant.

In addition to being a lawyer, Mr. Delaney has taught Labour Economics, Estates, Business Law, Personal Finance and Introductory Accounting for Fanshawe College in London, Ontario. He has also instructed at the secondary school level for the London Board of Education, St. Thomas District Separate School Board and a local private school. He was also appointed to the Ontario Licence Appeal Tribunal as a panel member from 2001-2004.

He is very excited about being able to offer Will and Estate Planning ideas and strategies to the clients of RBC Dominion Securities throughout Southwestern Ontario. This is an exceptional program that offers tremendous value for clients as they plan for the orderly succession of their assets, businesses and personal affairs.